The AOCE and WB have moderate overall forecasts for the metals in 2025 inline with IMF forecasts for a decline in economic growth and inflation, although we see the probability of a stagflationary scenario as still reasonably high.Read More

The past year was a difficult one overall for the metals, with the main standouts to the upside being a geopolitical risk-driven gain in gold, a China-driven rise in iron ore and a surge in uranium on broadening global support for nuclear power (Figure 1). A jump in global interest rates to near two-decade highs saw recession fears persist all year, and while one still did not actually eru...Read More

This year the post-global health crisis boom was brought to an end by a surge in inflation to forty-year highs, a major rise in global interest rates in an attempt to curb the rising prices and surging geopolitical risk after Russia's invasion of Ukraine. While precious metals held up reasonably well as markets turned to them as a risk hedge, by Q2/22 the higher interest rates put an end t...Read More

Chile is the world leader in copper production, at 28.5% of the total in 2020, and this looks set to continue, with the country having the largest global reserves, at 23.0% of total. It is also the global leader for molybdenum, which is often found along with copper, and is a major lithium player, holding 51.1% of global reserves. Read More

Newfoundland has become a gold exploration hotspot over the past few years, with the sector seeing some of its strongest activity ever. While the province remains a small contributor to Canadian gold production, it has a substantial mineral industry well supported by the government, focused on iron ore, copper and nickel, and the surge in exploration suggests that gold output from the...Read More

Nevada is the core of the U.S. gold output, accounting for by far the majority, at 75.4% on average for the past year. The state looks set to remain a dominant player in U.S. gold, as it accounts for 49% of total U.S. reserves, with Alaska slightly ahead with 51% of reserves, but just 8.6% of current production. The U.S. accounts for 6.1% of global gold output, making Nevada one of the largest gol...Read More

The Golden Triangle in northwestern British Columbia has historically been a major site of Canadian gold production, beginning as early as the mid 1800s. There was a wave of production in the 1990s which cooled as the gold price declined, but larger scale production resumed in 2017, and the area has seen surging exploration interest over the past year, given that the region has some of the largest...Read More

In this report we outline the Quebec gold mining industry, including its major producers, and a survey of many of the junior miners focused on the province. Quebec accounts for 34% of Canadian gold production (second to Ontario, with 44%) and remains a major focus for both producers and junior miners.Read More

Red Lake has been one of the most prolific gold mining districts in Canada and the world, with exploration having started in the 1920s, and production, which began in the 1930s, continuing to the present day. The district is known for the high grade of its gold, its infrastructure, and strong institutional support, given the long history of mining in the area.Read More

CNFinance Holdings Ltd (NYSE:NYSE:CNF) Q4 2022 Earnings Conference Call March 22, 2023 8:00 AM ETCompany ParticipantsQian Jun - VP & DirectorJing Li - Acting CFO, Assistant President...Read full newsRead More

Bridger Aerospace Group Holdings, Inc. (NASDAQ:NASDAQ:BAER) Q4 2022 Earnings Conference Call March 20, 2023 5:00 PM ETCompany ParticipantsEric Gerratt - CFOTimothy Sheehy - Founder, CEO...Read full newsRead More

ProFrac Holding Corp (NASDAQ:NASDAQ:ACDC) Q4 2022 Earnings Conference Call March 21, 2023 11:30 AM ETCompany ParticipantsBrian Wheatley - IRMatthew Wilks - Executive Chairman &...Read full newsRead More

Travelzoo (NASDAQ:NASDAQ:TZOO) Q4 2022 Earnings Conference Call March 22, 2023 11:30 AM ETCompany ParticipantsWayne Lee - CFOHolger Bartel - Global CEOArveena Ahluwalia - Global Director,...Read full newsRead More

Muscle Maker, Inc. (NASDAQ:NASDAQ:GRIL) Q4 2022 Earnings Conference Call March 22, 2023 10:00 AM ETCompany ParticipantsMichael Roper - CEO & SecretaryJennifer Black - CFOConference Call...Read full newsRead More

Surrozen, Inc. (NASDAQ:NASDAQ:SRZN) Q4 2022 Earnings Conference Call March 22, 2023 4:30 PM ETCompany ParticipantsCraig Parker - CEO, President & DirectorCharles Williams -...Read full newsRead More

While ZIM Integrated may have rallied post-Q4 earnings, it may retest the $17s in the intermediate term, due to the normalized forward guidance. Read more about ZIM here.Read full newsRead More

Texas Instruments organic growth should accelerate due to increased capacity build-out. Read more to see my thoughts on TXN stock and why it is a Buy.Read full newsRead More

Medical Properties Trust offers a high-dividend yield, but it's not covered by its organic cash generation. Read what makes MPW stock a poor income investment.Read full newsRead More

Get ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview of key events scheduled for the coming weekRead full newsRead More

In this series, we highlight 5 CEFs that have solid track records, pay high distributions, and are offering 'excess' discounts. Read this month's edition here.Read full newsRead More

Inflation has pinched consumers' wallets and it looks like PepsiCo's margins have begun to take a hit. Read why I rate PEP stock a Hold.Read full newsRead More

Ares Capital is an attractive 11.2% yield BDC but faces market-cycle risks, including fallout from the recent SVB failure. See why ARCC stock is a Hold.Read full newsRead More

John's retirement accounts generated a total of $1,312.50 of dividend income for Feb. 2023 vs. $1,188.66 for February 2022. See the Feb. update for the portfolio here.Read full newsRead More

iShares Russell 3000 ETF, as the name implies, uses the Russell 3000 Total Market Index as its investment strategy. Click here to read more about IWV.Read full newsRead More

BP is investing heavily in the green energy sector, while Exxon remains more focused on its core business. Check out the comparison between BP and XOM stocks.Read full newsRead More

XBI is likely in the early to mid stages of a period of underperformance versus its larger-cap peers and the broad US stock market. See why XBI ETF is a Sell.Read full newsRead More

Meta Platforms stock got a lot of attention this week due to the Congressional TikTok hearings. Read more to see my thoughts on META and my recommendation.Read full newsRead More

Listen on the go! A daily podcast of Wall Street Breakfast will be available this morning on Seeking Alpha, iTunes, Stitcher and Spotify.Read full newsRead More

Nike is currently valued at 33.92x earnings and gets an F rating from Seeking Alpha on its valuation. Read more to see why NKE stock is a Hold.Read full newsRead More